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Independent Research
Disruptive Ideas
Disruptive Ideas
Disruptive Ideas
Occasional papers with thought-provoking insights, challenging consensus views
Policy Compass
Disruptive Ideas
Disruptive Ideas
Follow history in the making, with consistently updated views on global policy developments
Monetary Affairs
Disruptive Ideas
Monetary Affairs
Our take on the actions and decisions of global central banks
Travel Notes
Macro Picture
Monetary Affairs
Reports on our trips around the world. A deep dive into domestic and international affairs
Market Views
Macro Picture
Macro Picture
Market and asset allocation implications of our macroeconomic, geopolitical and policy views
Macro Picture
Macro Picture
Macro Picture
Our assessment, via our heuristic approach, of major economic, political and financial events
RESEARCH BY REGION - COUNTRY - THEME
RECENT PUBLICATIONS
France: Shaky Debt Sustainability Aggravates Political Instability
BRICS+: Shifting Global Economic Power and the Path to De-Dollarization
A Fragile Future: Medium-Term Challenges to China’s Growth Ambitions
by Shahed Hassanaly
20 November 2024
A Fragile Future: Medium-Term Challenges to China’s Growth Ambitions
BRICS+: Shifting Global Economic Power and the Path to De-Dollarization
A Fragile Future: Medium-Term Challenges to China’s Growth Ambitions
by Nato Balavadze
19 November 2024
BRICS+: Shifting Global Economic Power and the Path to De-Dollarization
BRICS+: Shifting Global Economic Power and the Path to De-Dollarization
The Conservative Reset: Kemi Badenoch’s Leadership and its Impact on UK Politics
by Nato Balavadze
14 November 2024
The Conservative Reset: Kemi Badenoch’s Leadership and its Impact on UK Politics
The Conservative Reset: Kemi Badenoch’s Leadership and its Impact on UK Politics
The Conservative Reset: Kemi Badenoch’s Leadership and its Impact on UK Politics
by Klitos Philippides
13 November 2024
Record Public Spending and Borrowing: Inside the UK’s New Budget Gamble
The Conservative Reset: Kemi Badenoch’s Leadership and its Impact on UK Politics
Record Public Spending and Borrowing: Inside the UK’s New Budget Gamble
by Lāsma Kokina
12 November 2024
Mined in North America: Rewiring the Critical Mineral Supply Chain
The Conservative Reset: Kemi Badenoch’s Leadership and its Impact on UK Politics
Record Public Spending and Borrowing: Inside the UK’s New Budget Gamble
by Noel Therattil
8 November 2024
Review: The Fed Cut Rates In November, As the Market Awaits Trump
Review: Bank of England Cuts Rates In November, Reiterating Its “Gradual Approach”
Review: Bank of England Cuts Rates In November, Reiterating Its “Gradual Approach”
by Brunello Rosa and Nato Balavadze
8 November 2024
Review: Bank of England Cuts Rates In November, Reiterating Its “Gradual Approach”
Review: Bank of England Cuts Rates In November, Reiterating Its “Gradual Approach”
Review: Bank of England Cuts Rates In November, Reiterating Its “Gradual Approach”
by Brunello Rosa and Nato Balavadze
7 November 2024
Preview: BOE To Cut Rates Again In November, After The Fiscally Tighter Budget
Review: Bank of England Cuts Rates In November, Reiterating Its “Gradual Approach”
Preview: BOE To Cut Rates Again In November, After The Fiscally Tighter Budget
by Brunello Rosa and Nato Balavadze
4 November 2024
Preview: Fed To Cut Rates by 25bps After The Presidential Election
Preview: Fed To Cut Rates by 25bps After The Presidential Election
Preview: BOE To Cut Rates Again In November, After The Fiscally Tighter Budget
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
4 November 2024
GCC Perspectives the US Presidential Election
Preview: Fed To Cut Rates by 25bps After The Presidential Election
GCC Perspectives the US Presidential Election
by Gulf State Analytics
1 November 2024
October 2024
Review: BOJ on Hold in October, While Keeping the Door Open For a December Hike
Review: BOJ on Hold in October, While Keeping the Door Open For a December Hike
Review: BOJ on Hold in October, While Keeping the Door Open For a December Hike
by Brunello Rosa and Nato Balavadze
31 October 2024
Battleground States: Polls, Trends, and Scenarios in the 2024 Election
Review: BOJ on Hold in October, While Keeping the Door Open For a December Hike
Review: BOJ on Hold in October, While Keeping the Door Open For a December Hike
by Nathan Ali
30 October 2024
Preview: BOJ On Hold Till Q1 2025
Review: BOJ on Hold in October, While Keeping the Door Open For a December Hike
Fusion, Quantum, and AI: The Triad Shaping Tomorrow's Energy Landscape and Geopolitical Balance
by Brunello Rosa and Nouriel Roubini
29 October 2024
Fusion, Quantum, and AI: The Triad Shaping Tomorrow's Energy Landscape and Geopolitical Balance
Fusion, Quantum, and AI: The Triad Shaping Tomorrow's Energy Landscape and Geopolitical Balance
Fusion, Quantum, and AI: The Triad Shaping Tomorrow's Energy Landscape and Geopolitical Balance
by Nathan Ali
24 October 2024
Shadows of Conflict: The Iran-Israel Tug of War
Fusion, Quantum, and AI: The Triad Shaping Tomorrow's Energy Landscape and Geopolitical Balance
Italy is Happily Out of the Radar Screen, But Remains Vulnerable to Shocks
by Joshua Bowes
23 October 2024
Italy is Happily Out of the Radar Screen, But Remains Vulnerable to Shocks
Fusion, Quantum, and AI: The Triad Shaping Tomorrow's Energy Landscape and Geopolitical Balance
Italy is Happily Out of the Radar Screen, But Remains Vulnerable to Shocks
by Brunello Rosa
22 October 2024
Review: ECB Cut Rates, As It “Starts Breaking the Neck of Inflation”
Review: ECB Cut Rates, As It “Starts Breaking the Neck of Inflation”
Review: ECB Cut Rates, As It “Starts Breaking the Neck of Inflation”
by Brunello Rosa and Nato Balavadze
17 October 2024
China and Taiwan: When Is the “Redde Rationem” Going To Occur?
Review: ECB Cut Rates, As It “Starts Breaking the Neck of Inflation”
Review: ECB Cut Rates, As It “Starts Breaking the Neck of Inflation”
by Mirko Giordani
16 October 2024
The AI Race In China And The U.S. Evaluating 2030 Growth Prospects
Review: ECB Cut Rates, As It “Starts Breaking the Neck of Inflation”
Preview: ECB To Cut Rates in October and Possibly Back-to-Back Until March
by Shane Gravel
15 October 2024
Preview: ECB To Cut Rates in October and Possibly Back-to-Back Until March
Preview: ECB To Cut Rates in October and Possibly Back-to-Back Until March
Preview: ECB To Cut Rates in October and Possibly Back-to-Back Until March
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
11 October 2024
France on Edge: Can Barnier’s Government Survive the Political Gridlock?
Preview: ECB To Cut Rates in October and Possibly Back-to-Back Until March
France on Edge: Can Barnier’s Government Survive the Political Gridlock?
by Lāsma Kokina
10 October 2024
Vuhledar’s Fall, Zelensky’s Peace Plan and Its Strategic Consequences
Preview: ECB To Cut Rates in October and Possibly Back-to-Back Until March
France on Edge: Can Barnier’s Government Survive the Political Gridlock?
by Marco Lucchin
9 October 2024
September - October 2024
Germany at a Crossroads: Navigating Economic Stagnation, Energy Dependence, and Global Pressures
Germany at a Crossroads: Navigating Economic Stagnation, Energy Dependence, and Global Pressures
Germany at a Crossroads: Navigating Economic Stagnation, Energy Dependence, and Global Pressures
by Nato Balavadze
8 October 2024
GCC Perspectives on Israel, Iran and Lebanon Hostilities
Germany at a Crossroads: Navigating Economic Stagnation, Energy Dependence, and Global Pressures
Germany at a Crossroads: Navigating Economic Stagnation, Energy Dependence, and Global Pressures
by Gulf State Analytics
3 October 2024
Shigeru Ishiba to Lead Japan: Japan’s Liberal Democratic Party Elects A New Prime Minister
Germany at a Crossroads: Navigating Economic Stagnation, Energy Dependence, and Global Pressures
Shigeru Ishiba to Lead Japan: Japan’s Liberal Democratic Party Elects A New Prime Minister
by Azaria Kidane
2 October 2024
A New Dawn for the EU: Power Dynamics and Policy Shifts in von der Leyen's Second Term
A New Dawn for the EU: Power Dynamics and Policy Shifts in von der Leyen's Second Term
Shigeru Ishiba to Lead Japan: Japan’s Liberal Democratic Party Elects A New Prime Minister
by Charles Bauman
25 September 2024
Assessing the Gaza War and its Expansion into Lebanon and the West Bank
A New Dawn for the EU: Power Dynamics and Policy Shifts in von der Leyen's Second Term
Review: BOJ Keeps Rates Unchanged, But May Hike More If Its Outlook Materialises
by Giorgio Cafiero
24 September 2024
Review: BOJ Keeps Rates Unchanged, But May Hike More If Its Outlook Materialises
A New Dawn for the EU: Power Dynamics and Policy Shifts in von der Leyen's Second Term
Review: BOJ Keeps Rates Unchanged, But May Hike More If Its Outlook Materialises
by Brunello Rosa and Nato Balavadze
20 September 2024
Preview: BOJ To Stay on Hold in September. Another Hike In a Few Months
Review: Bank of England Leaves Rates Unchanged and Confirms The Same Pace of QT
Review: Bank of England Leaves Rates Unchanged and Confirms The Same Pace of QT
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
19 September 2024
Review: Bank of England Leaves Rates Unchanged and Confirms The Same Pace of QT
Review: Bank of England Leaves Rates Unchanged and Confirms The Same Pace of QT
Review: Bank of England Leaves Rates Unchanged and Confirms The Same Pace of QT
by Brunello Rosa and Nato Balavadze
19 September 2024
Review: The Fed Starts Easing Cycle With 50bps Rate Cut
Review: Bank of England Leaves Rates Unchanged and Confirms The Same Pace of QT
Fed To Begin Its Easing Cycle In September, With a 25bps Rate Cut But It is a Close Call on 50bps
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
18 September 2024
Fed To Begin Its Easing Cycle In September, With a 25bps Rate Cut But It is a Close Call on 50bps
Fed To Begin Its Easing Cycle In September, With a 25bps Rate Cut But It is a Close Call on 50bps
Fed To Begin Its Easing Cycle In September, With a 25bps Rate Cut But It is a Close Call on 50bps
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
16 September 2024
Preview: BOE To Keep Rates Unchanged and Announce Around £100bn of QT In 2024-25
Fed To Begin Its Easing Cycle In September, With a 25bps Rate Cut But It is a Close Call on 50bps
Preview: BOE To Keep Rates Unchanged and Announce Around £100bn of QT In 2024-25
By Brunello Rosa and Nato Balavadze
13 September 2024
Review: ECB Cut Rates As Expected, And Keep The Door Open For Future Moves
Fed To Begin Its Easing Cycle In September, With a 25bps Rate Cut But It is a Close Call on 50bps
Preview: BOE To Keep Rates Unchanged and Announce Around £100bn of QT In 2024-25
By Brunello Rosa and Nato Balavadze
12 September 2024
July - September 2024
Preview: ECB To Cut The Deposit Rate by 25bps In September, And To Stick To Quarterly Easing
Preview: ECB To Cut The Deposit Rate by 25bps In September, And To Stick To Quarterly Easing
Preview: ECB To Cut The Deposit Rate by 25bps In September, And To Stick To Quarterly Easing
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
10 September 2024
Maduro's Controversial Re-election: Unrest, Protests, and Global Reactions
Preview: ECB To Cut The Deposit Rate by 25bps In September, And To Stick To Quarterly Easing
Preview: ECB To Cut The Deposit Rate by 25bps In September, And To Stick To Quarterly Easing
by Lāsma Kokina and Brunello Rosa
4 September 2024
Would Gulf Arab States Support ‘Maximum Pressure 2.0’ if Trump Wins?
Preview: ECB To Cut The Deposit Rate by 25bps In September, And To Stick To Quarterly Easing
Would Gulf Arab States Support ‘Maximum Pressure 2.0’ if Trump Wins?
by Gulf State Analytics
3 September 2024
US Economy and Tech Earnings Slowdown Fears Keep Markets Volatile
The US Presidential Elections 2024: The Democratic National Convention Re-Opens Presidential Race
Would Gulf Arab States Support ‘Maximum Pressure 2.0’ if Trump Wins?
by Brunello Rosa, Nato Balavadze and Shane Gravel
30 August 2024
The US Presidential Elections 2024: The Democratic National Convention Re-Opens Presidential Race
The US Presidential Elections 2024: The Democratic National Convention Re-Opens Presidential Race
The US Presidential Elections 2024: The Democratic National Convention Re-Opens Presidential Race
By Marina Tovar i Velasco
29 August 2024
The Battle for the East German Landstags: 2024 Elections in Saxony, Thuringia and Brandenburg
The US Presidential Elections 2024: The Democratic National Convention Re-Opens Presidential Race
The US Presidential Elections 2024: The Democratic National Convention Re-Opens Presidential Race
By Marina Tovar i Velasco
28 August 2024
Flames of Division: Analysing the 2024 UK Riots
Causes And Implications of Ukrainian Advancements in Kursk
Causes And Implications of Ukrainian Advancements in Kursk
by Sarah Ghotme
21 August 2024
Causes And Implications of Ukrainian Advancements in Kursk
Causes And Implications of Ukrainian Advancements in Kursk
Causes And Implications of Ukrainian Advancements in Kursk
by Marco Lucchin
20 August 2024
An Unprecedented Terrorist Attack in Oman
Causes And Implications of Ukrainian Advancements in Kursk
Review: Bank of England Cuts Rates, With a Razor-Thin Majority
by Gulf State Analytics
6 August 2024
Review: Bank of England Cuts Rates, With a Razor-Thin Majority
Review: The Fed Remains on Hold in July, But Signals a Likely Cut in September
Review: Bank of England Cuts Rates, With a Razor-Thin Majority
by Brunello Rosa and Nato Balavadze
1 August 2024
Review: The Fed Remains on Hold in July, But Signals a Likely Cut in September
Review: The Fed Remains on Hold in July, But Signals a Likely Cut in September
Review: The Fed Remains on Hold in July, But Signals a Likely Cut in September
by Brunello Rosa and Nato Balavadze
31 July 2024
Review: BOJ Raises Rates And Announces the Parameters of QT
Review: The Fed Remains on Hold in July, But Signals a Likely Cut in September
Review: The Fed Remains on Hold in July, But Signals a Likely Cut in September
by Brunello Rosa and Nato Balavadze
31 July 2024
July 2024
BoE Preview: A Narrow Majority for a Rate Cut, With a High Risk Of a Delay Till September
Navigating Inflation in Developed Markets: A Comparative Analysis of the US, Eurozone, UK, and Japan
BoE Preview: A Narrow Majority for a Rate Cut, With a High Risk Of a Delay Till September
by Brunello Rosa, Nouriel Roubini And Nato Balavadze
30 July 2024
Preview: BOJ Likely to Increase Rates in July, But It Is a Close Call
Navigating Inflation in Developed Markets: A Comparative Analysis of the US, Eurozone, UK, and Japan
BoE Preview: A Narrow Majority for a Rate Cut, With a High Risk Of a Delay Till September
by Nouriel Roubini, Brunello Rosa And Nato Balavadze
30 July 2024
Navigating Inflation in Developed Markets: A Comparative Analysis of the US, Eurozone, UK, and Japan
Navigating Inflation in Developed Markets: A Comparative Analysis of the US, Eurozone, UK, and Japan
Navigating Inflation in Developed Markets: A Comparative Analysis of the US, Eurozone, UK, and Japan
By Klitos Philippides
30 July 2024
Preview: Fed To Keep Rates on Hold in July, While Signaling Readiness For A September Cut
Preview: Fed To Keep Rates on Hold in July, While Signaling Readiness For A September Cut
Navigating Inflation in Developed Markets: A Comparative Analysis of the US, Eurozone, UK, and Japan
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
29 July 2024
A Month of Political Shocks in U.S. Elections: Trump’s Nomination, Biden’s Withdrawal
Preview: Fed To Keep Rates on Hold in July, While Signaling Readiness For A September Cut
A Month of Political Shocks in U.S. Elections: Trump’s Nomination, Biden’s Withdrawal
by Fernando Prats
26 July 2024
New Labour or Same Old? UK Post Election Analysis
Preview: Fed To Keep Rates on Hold in July, While Signaling Readiness For A September Cut
A Month of Political Shocks in U.S. Elections: Trump’s Nomination, Biden’s Withdrawal
by Azaria Kidane
24 July 2024
The Impact of a Possible Second Term by Trump In The Indo-Pacific
The Role of the Private Sector in Cyber warfare: Insights from Russia-Ukraine Conflict and Beyond
Review: ECB Keeps Rates on Hold In July, But the Door “Wide Open” for A September Cut
by Mirko Giordani
23 July 2024
Review: ECB Keeps Rates on Hold In July, But the Door “Wide Open” for A September Cut
The Role of the Private Sector in Cyber warfare: Insights from Russia-Ukraine Conflict and Beyond
Review: ECB Keeps Rates on Hold In July, But the Door “Wide Open” for A September Cut
by Brunello Rosa and Nato Balavadze
18 July 2024
The Role of the Private Sector in Cyber warfare: Insights from Russia-Ukraine Conflict and Beyond
The Role of the Private Sector in Cyber warfare: Insights from Russia-Ukraine Conflict and Beyond
The Role of the Private Sector in Cyber warfare: Insights from Russia-Ukraine Conflict and Beyond
by Marco Lucchin
17 July 2024
French Elections 2024: Macron's Snap Elections and the Path to Political Uncertainty
Preview: ECB to Stay on Hold in July, While Preparing For a “Live” Meeting in September
The Role of the Private Sector in Cyber warfare: Insights from Russia-Ukraine Conflict and Beyond
by Lāsma Kokina
16 July 2024
Preview: ECB to Stay on Hold in July, While Preparing For a “Live” Meeting in September
Preview: ECB to Stay on Hold in July, While Preparing For a “Live” Meeting in September
Preview: ECB to Stay on Hold in July, While Preparing For a “Live” Meeting in September
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
15 July 2024
China’s Wargames in the Indo-Pacific: Digital Silk Road and Hybrid Warfare
Preview: ECB to Stay on Hold in July, While Preparing For a “Live” Meeting in September
Preview: ECB to Stay on Hold in July, While Preparing For a “Live” Meeting in September
by Joshua Bowes
3 July 2024
June - July 2024
The UAE’s Pragmatic Engagement with the Taliban
Mileionomics: Far Right or Right On? An Economic And Political Analysis of Milei’s “Shock Therapy”
A Le Pen/RN Majority Is More Likely Than A Hung Parliament
by Gulf State Analytics
2 July 2024
A Le Pen/RN Majority Is More Likely Than A Hung Parliament
Mileionomics: Far Right or Right On? An Economic And Political Analysis of Milei’s “Shock Therapy”
A Le Pen/RN Majority Is More Likely Than A Hung Parliament
By Nouriel Roubini
28 June 2024
Mileionomics: Far Right or Right On? An Economic And Political Analysis of Milei’s “Shock Therapy”
Mileionomics: Far Right or Right On? An Economic And Political Analysis of Milei’s “Shock Therapy”
Mileionomics: Far Right or Right On? An Economic And Political Analysis of Milei’s “Shock Therapy”
By Ruy Scalamandré
27 June 2024
North America's First Female Leader: An Analysis of Claudia Sheinbaum's Victory in Mexico
North America's First Female Leader: An Analysis of Claudia Sheinbaum's Victory in Mexico
Mileionomics: Far Right or Right On? An Economic And Political Analysis of Milei’s “Shock Therapy”
by Maria Ascencio
26 June 2024
From Ballots to Policy: Assessing Post-Election Realities in the European Parliament
North America's First Female Leader: An Analysis of Claudia Sheinbaum's Victory in Mexico
From Ballots to Policy: Assessing Post-Election Realities in the European Parliament
By Klitos Philippides
25 June 2024
Will the Petrodollar System be Replaced by China-led CBDCs?
North America's First Female Leader: An Analysis of Claudia Sheinbaum's Victory in Mexico
From Ballots to Policy: Assessing Post-Election Realities in the European Parliament
By Brunello Rosa
24 June 2024
Macron’s Electoral Gamble Could Cost Dearly to France and Europe
Georgia’s Democratic Struggle: Analysis of US and EU Relations and Georgia’s Path to Democracy
Review: Bank of England Left Rates Unchanged and Pushes Any Decision To August
By Brunello Rosa and Nouriel Roubini
21 June 2024
Review: Bank of England Left Rates Unchanged and Pushes Any Decision To August
Georgia’s Democratic Struggle: Analysis of US and EU Relations and Georgia’s Path to Democracy
Review: Bank of England Left Rates Unchanged and Pushes Any Decision To August
by Brunello Rosa and Nato Balavadze
20 June 2024
Georgia’s Democratic Struggle: Analysis of US and EU Relations and Georgia’s Path to Democracy
Georgia’s Democratic Struggle: Analysis of US and EU Relations and Georgia’s Path to Democracy
Georgia’s Democratic Struggle: Analysis of US and EU Relations and Georgia’s Path to Democracy
By Matthew Johnson
19 June 2024
Preview: BOE Likely On Hold In June, But Preparing the Ground For a Rate Cut in August
Review: BOJ Remains On Hold in June, But Announces A Reduction in Bond Purchases in July
Georgia’s Democratic Struggle: Analysis of US and EU Relations and Georgia’s Path to Democracy
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
17 June 2024
Review: BOJ Remains On Hold in June, But Announces A Reduction in Bond Purchases in July
Review: BOJ Remains On Hold in June, But Announces A Reduction in Bond Purchases in July
Review: BOJ Remains On Hold in June, But Announces A Reduction in Bond Purchases in July
by Brunello Rosa and Nato Balavadze
14 June 2024
Is Semi-Democracy Now Part of Kuwait’s Past?
Review: BOJ Remains On Hold in June, But Announces A Reduction in Bond Purchases in July
Review: BOJ Remains On Hold in June, But Announces A Reduction in Bond Purchases in July
by Gulf State Analytics
13 June 2024
May - June 2024
Fed Review: FOMC on Hold, With Dot-Plot Showing Only One Rate Cut in 2024 (But 4 in 2025)
Fed Review: FOMC on Hold, With Dot-Plot Showing Only One Rate Cut in 2024 (But 4 in 2025)
Fed Review: FOMC on Hold, With Dot-Plot Showing Only One Rate Cut in 2024 (But 4 in 2025)
by Brunello Rosa and Nato Balavadze
12 June 2024
Preview: BOJ To Keep Rates on Hold, But a July Hike Is More Likely
Fed Review: FOMC on Hold, With Dot-Plot Showing Only One Rate Cut in 2024 (But 4 in 2025)
Fed Review: FOMC on Hold, With Dot-Plot Showing Only One Rate Cut in 2024 (But 4 in 2025)
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
12 June 2024
Preview: Fed Continues To be On Hold, As The Economy Remains Strong
Fed Review: FOMC on Hold, With Dot-Plot Showing Only One Rate Cut in 2024 (But 4 in 2025)
Review: ECB Cut Rates, But Doesn’t Commit To Any Pre-Determined Easing Path
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
11 June 2024
Review: ECB Cut Rates, But Doesn’t Commit To Any Pre-Determined Easing Path
Iran’s Transition to the Post-Raisi Period Likely Means Continuation of Hardline Rule
Review: ECB Cut Rates, But Doesn’t Commit To Any Pre-Determined Easing Path
by Brunello Rosa and Nato Balavadze
6 June 2024
UK Elections 2024: A Pivotal Moment for the Conservatives Amid Economic Uncertainty
Iran’s Transition to the Post-Raisi Period Likely Means Continuation of Hardline Rule
Iran’s Transition to the Post-Raisi Period Likely Means Continuation of Hardline Rule
by Lāsma Kokina
5 June 2024
Iran’s Transition to the Post-Raisi Period Likely Means Continuation of Hardline Rule
Iran’s Transition to the Post-Raisi Period Likely Means Continuation of Hardline Rule
Iran’s Transition to the Post-Raisi Period Likely Means Continuation of Hardline Rule
by Giorgio Cafiero
4 June 2024
Preview: ECB To Begin Its Easing Cycle in June. The “Battle for July” Continues.
NATO’s Make or Break Election: Can the Treaty Organisation Endure Another Trump Presidency?
NATO’s Make or Break Election: Can the Treaty Organisation Endure Another Trump Presidency?
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
31 May 2024
NATO’s Make or Break Election: Can the Treaty Organisation Endure Another Trump Presidency?
NATO’s Make or Break Election: Can the Treaty Organisation Endure Another Trump Presidency?
NATO’s Make or Break Election: Can the Treaty Organisation Endure Another Trump Presidency?
By Ruy Scalamandré
30 May 2024
Consistency in Change: China's Enduring Approach with New Tech and Green Dimensions
NATO’s Make or Break Election: Can the Treaty Organisation Endure Another Trump Presidency?
Consistency in Change: China's Enduring Approach with New Tech and Green Dimensions
By Klitos Philippides
29 May 2024
Indian Subcontinent 2024: Elections in a Geopolitical Landscape
Indian Subcontinent 2024: Elections in a Geopolitical Landscape
Consistency in Change: China's Enduring Approach with New Tech and Green Dimensions
by Ridipt Singh
23 May 2024
"Bumpy" or "Sticky"? Inflation Dynamics for the Eurozone and US
Indian Subcontinent 2024: Elections in a Geopolitical Landscape
"Bumpy" or "Sticky"? Inflation Dynamics for the Eurozone and US
By Lāsma Kokina, Nato Balavadze and Brunello Rosa
22 May 2024
A Fading Rainbow: South Africa Election Run Up
Indian Subcontinent 2024: Elections in a Geopolitical Landscape
"Bumpy" or "Sticky"? Inflation Dynamics for the Eurozone and US
By Azaria Kidane
21 May 2024
April - May 2024
At $60 Billion Crossroads: The Vital Role and Uncertain Future of US Aid to Ukraine
Review: Bank of England Opens The Door to a Cut In June (But It’s Not A Done Deal Yet!)
At $60 Billion Crossroads: The Vital Role and Uncertain Future of US Aid to Ukraine
By Maria Ascencio
16 May 2024
For All the Recent Sound and Fury, How Much Has Changed in the Middle East?
Review: Bank of England Opens The Door to a Cut In June (But It’s Not A Done Deal Yet!)
At $60 Billion Crossroads: The Vital Role and Uncertain Future of US Aid to Ukraine
by Robin Gwinner
14 May 2024
Review: Bank of England Opens The Door to a Cut In June (But It’s Not A Done Deal Yet!)
Review: Bank of England Opens The Door to a Cut In June (But It’s Not A Done Deal Yet!)
Review: Bank of England Opens The Door to a Cut In June (But It’s Not A Done Deal Yet!)
by Brunello Rosa and Nato Balavadze
9 May 2024
US Builds “The NATO of the Indo-Pacific” With the QUAD
The Middle East’s Conflict Dynamics Represent Opportunities and Challenges for China
Review: Bank of England Opens The Door to a Cut In June (But It’s Not A Done Deal Yet!)
by Mirko Giordani
8 May 2024
Preview: BOE To Remain on Hold in May, While Providing Signals About Upcoming Cuts
The Middle East’s Conflict Dynamics Represent Opportunities and Challenges for China
The Middle East’s Conflict Dynamics Represent Opportunities and Challenges for China
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
6 May 2024
The Middle East’s Conflict Dynamics Represent Opportunities and Challenges for China
The Middle East’s Conflict Dynamics Represent Opportunities and Challenges for China
The Middle East’s Conflict Dynamics Represent Opportunities and Challenges for China
by Gulf State Analytics
2 May 2024
FOMC Review: The Fed Pushes Back The Timing Of The First Rate Cut, But Confirms Its Easing Bias
FOMC Review: The Fed Pushes Back The Timing Of The First Rate Cut, But Confirms Its Easing Bias
FOMC Review: The Fed Pushes Back The Timing Of The First Rate Cut, But Confirms Its Easing Bias
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
2 May 2024
Preview: Fed To Keep Rates on Hold and Push Back The Beginning Of The Easing Cycle
FOMC Review: The Fed Pushes Back The Timing Of The First Rate Cut, But Confirms Its Easing Bias
FOMC Review: The Fed Pushes Back The Timing Of The First Rate Cut, But Confirms Its Easing Bias
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
30 April 2024
Review: BOJ Keeps Rates Steady But Causes Further Yen Weakness
FOMC Review: The Fed Pushes Back The Timing Of The First Rate Cut, But Confirms Its Easing Bias
Resilience Amid Divergence: Key Takeaways from the IMF Spring Meetings
by Brunello Rosa and Nato Balavadze
26 April 2024
Resilience Amid Divergence: Key Takeaways from the IMF Spring Meetings
Resilience Amid Divergence: Key Takeaways from the IMF Spring Meetings
Resilience Amid Divergence: Key Takeaways from the IMF Spring Meetings
by Nouriel Roubini and Brunello Rosa
26 April 2024
Preview: BOJ on Hold For The Time Being
Resilience Amid Divergence: Key Takeaways from the IMF Spring Meetings
Turkish Local Elections: A Direct Knock To Erdogan’s Power
by Nouriel Roubini and Nato Balavadze
24 April 2024
Turkish Local Elections: A Direct Knock To Erdogan’s Power
Resilience Amid Divergence: Key Takeaways from the IMF Spring Meetings
Turkish Local Elections: A Direct Knock To Erdogan’s Power
by Elin Roberts
23 April 2024
March - April 2024
India Election: Predictions and Controversies
Review: ECB Signals Its First Rate Cut in June, But Doesn’t Pre-Commit On The Easing Pace
Review: ECB Signals Its First Rate Cut in June, But Doesn’t Pre-Commit On The Easing Pace
by Lāsma Kokina
16 April 2024
Review: ECB Signals Its First Rate Cut in June, But Doesn’t Pre-Commit On The Easing Pace
Review: ECB Signals Its First Rate Cut in June, But Doesn’t Pre-Commit On The Easing Pace
Review: ECB Signals Its First Rate Cut in June, But Doesn’t Pre-Commit On The Easing Pace
by Brunello Rosa and Nato Balavadze
11 April 2024
Travel Notes: China Is at an Economic Crossroad to Avoid the Middle Income Trap
Review: ECB Signals Its First Rate Cut in June, But Doesn’t Pre-Commit On The Easing Pace
Economic Giants, Military Titans: Analysing the Global Arms Race in the 21st Century
by Nouriel Roubini
10 April 2024
Economic Giants, Military Titans: Analysing the Global Arms Race in the 21st Century
Preview: ECB To Remain on Hold in April, With The Discussion on A Cut Also in July Already Begun
Economic Giants, Military Titans: Analysing the Global Arms Race in the 21st Century
by Sarah Ghotme
10 April 2024
Preview: ECB To Remain on Hold in April, With The Discussion on A Cut Also in July Already Begun
Preview: ECB To Remain on Hold in April, With The Discussion on A Cut Also in July Already Begun
Preview: ECB To Remain on Hold in April, With The Discussion on A Cut Also in July Already Begun
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
8 April 2024
Saudi Arabia’s Navigation of the Gaza War
Preview: ECB To Remain on Hold in April, With The Discussion on A Cut Also in July Already Begun
Preview: ECB To Remain on Hold in April, With The Discussion on A Cut Also in July Already Begun
by Gulf State Analytics
4 April 2024
Future of Energy: How Are Different Countries Thinking About Renewables For The Future
Future of Energy: How Are Different Countries Thinking About Renewables For The Future
Future of Energy: How Are Different Countries Thinking About Renewables For The Future
by Fedor Dukhnovskiy
3 April 2024
With Rigged Elections, Putin’s Reign Extends
Future of Energy: How Are Different Countries Thinking About Renewables For The Future
Future of Energy: How Are Different Countries Thinking About Renewables For The Future
by Christopher Healey
27 March 2024
Global Pariah or Not? Iran’s Position in the Middle East and Beyond
Future of Energy: How Are Different Countries Thinking About Renewables For The Future
Global Pariah or Not? Iran’s Position in the Middle East and Beyond
by Giorgio Cafiero
26 March 2024
Review: BOE Gets Closer To The Beginning of its Easing Cycle
Review: The Fed Upgrades Its Forecasts, But Still Sees 3 Rate Cuts in 2024
Global Pariah or Not? Iran’s Position in the Middle East and Beyond
by Brunello Rosa and Nato Balavadze
21 March 2024
Review: The Fed Upgrades Its Forecasts, But Still Sees 3 Rate Cuts in 2024
Review: The Fed Upgrades Its Forecasts, But Still Sees 3 Rate Cuts in 2024
Review: The Fed Upgrades Its Forecasts, But Still Sees 3 Rate Cuts in 2024
by Brunello Rosa and Nato Balavadze
20 March 2024
Review: BOJ Rises Rates and Removes YCC In Historic Move
Review: The Fed Upgrades Its Forecasts, But Still Sees 3 Rate Cuts in 2024
Review: The Fed Upgrades Its Forecasts, But Still Sees 3 Rate Cuts in 2024
by Brunello Rosa and Nato Balavadze
19 March 2024
February - March 2024
Preview: Fed To Confirm A Delay in The Beginning of The Easing Cycle
Preview: MPC Still Split in March, but With an Eye On The Beginning of the Easing Cycle
Preview: For the BOJ The Time for Policy Change Is Nearing, As Soon As March
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
19 March 2024
Preview: For the BOJ The Time for Policy Change Is Nearing, As Soon As March
Preview: MPC Still Split in March, but With an Eye On The Beginning of the Easing Cycle
Preview: For the BOJ The Time for Policy Change Is Nearing, As Soon As March
by Nouriel Roubini and Nato Balavadze
18 March 2024
Preview: MPC Still Split in March, but With an Eye On The Beginning of the Easing Cycle
Preview: MPC Still Split in March, but With an Eye On The Beginning of the Easing Cycle
Preview: MPC Still Split in March, but With an Eye On The Beginning of the Easing Cycle
by Brunello Rosa and Nato Balavadze
15 March 2024
Key Takeaways from the Munich Security Conference 2024
Insights into the UK General Election: Policies, Polls, and Potential Outcomes
Preview: MPC Still Split in March, but With an Eye On The Beginning of the Easing Cycle
by Kateryna Anisova
14 March 2024
Pakistan’s Stalemate Election and the Future of The Country’s Politics
Insights into the UK General Election: Policies, Polls, and Potential Outcomes
Insights into the UK General Election: Policies, Polls, and Potential Outcomes
By Joshua Bowes
13 March 2024
Insights into the UK General Election: Policies, Polls, and Potential Outcomes
Insights into the UK General Election: Policies, Polls, and Potential Outcomes
Insights into the UK General Election: Policies, Polls, and Potential Outcomes
by Lāsma Kokina
12 March 2024
Review: Keeps Policy Unchanged But Signals June As Time For First Rate Cut
Review: Keeps Policy Unchanged But Signals June As Time For First Rate Cut
Review: Keeps Policy Unchanged But Signals June As Time For First Rate Cut
by Brunello Rosa and Nato Balavadze
7 March 2024
Navigating Uncertainty in Ukraine
Review: Keeps Policy Unchanged But Signals June As Time For First Rate Cut
Review: Keeps Policy Unchanged But Signals June As Time For First Rate Cut
by Maria Ascensio
6 March 2024
GCC States Avoid Backlash from Houthi Maritime Attacks
Review: Keeps Policy Unchanged But Signals June As Time For First Rate Cut
GCC States Avoid Backlash from Houthi Maritime Attacks
by Gulf State Analytics
5 March 2024
Preview: ECB To Buy Time Before Cutting Rates
The Dragon's Descent: Navigating Through China’s Deflation and Economic Challenges
GCC States Avoid Backlash from Houthi Maritime Attacks
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
4 March 2024
The Meteoric Rise of the Alternative für Deutschland
The Dragon's Descent: Navigating Through China’s Deflation and Economic Challenges
The Dragon's Descent: Navigating Through China’s Deflation and Economic Challenges
by Christopher Healey
28 February 2024
The Dragon's Descent: Navigating Through China’s Deflation and Economic Challenges
The Dragon's Descent: Navigating Through China’s Deflation and Economic Challenges
The Dragon's Descent: Navigating Through China’s Deflation and Economic Challenges
by Elin Roberts
27 February 2024
January - February 2024
Semiconductors, AI, and Quantum Technologies: The Race to Emerging Technologies
Semiconductors, AI, and Quantum Technologies: The Race to Emerging Technologies
Semiconductors, AI, and Quantum Technologies: The Race to Emerging Technologies
by Vanina Meyer
23 February 2024
Russia’s New Scramble for Africa
Semiconductors, AI, and Quantum Technologies: The Race to Emerging Technologies
Semiconductors, AI, and Quantum Technologies: The Race to Emerging Technologies
by Shahed Hassanaly
21 February 2024
A Unification Referendum by 2034?
Semiconductors, AI, and Quantum Technologies: The Race to Emerging Technologies
Latin America and its Profound Policrisis
By Marina Tovar i Velasco
15 February 2024
Latin America and its Profound Policrisis
De-coupling and De-risking: The US-China Relationship in the 21st Century
Latin America and its Profound Policrisis
By Elin Roberts
14 February 2024
De-coupling and De-risking: The US-China Relationship in the 21st Century
De-coupling and De-risking: The US-China Relationship in the 21st Century
De-coupling and De-risking: The US-China Relationship in the 21st Century
by Yueh Chen
13 February 2024
Navigating Critical Straits
De-coupling and De-risking: The US-China Relationship in the 21st Century
De-coupling and De-risking: The US-China Relationship in the 21st Century
by Billy Buddell
8 February 2024
Mounting Iran-Pakistan Tensions and Their Implications for GCC
Review: BOE Drops The Hiking Bias and Starts Moving Towards Policy Easing
Mounting Iran-Pakistan Tensions and Their Implications for GCC
By Gulf State Analytics
7 February 2024
Exploring the Future of Post-Widodo Indonesian Politics
Review: BOE Drops The Hiking Bias and Starts Moving Towards Policy Easing
Mounting Iran-Pakistan Tensions and Their Implications for GCC
by Mirko Giordani
6 February 2024
Review: BOE Drops The Hiking Bias and Starts Moving Towards Policy Easing
Review: BOE Drops The Hiking Bias and Starts Moving Towards Policy Easing
Flash Review: The Fed Eliminates the Hiking Bias But Pushes Back Against A Rate Cut In March
by Brunello Rosa and Nato Balavadze
1 February 2024
Flash Review: The Fed Eliminates the Hiking Bias But Pushes Back Against A Rate Cut In March
Flash Review: The Fed Eliminates the Hiking Bias But Pushes Back Against A Rate Cut In March
Flash Review: The Fed Eliminates the Hiking Bias But Pushes Back Against A Rate Cut In March
by Brunello Rosa and Nato Balavadze
31 January 2024
Controversial Election in Bangladesh and Pakistan’s Almost Impossible Free Election
Flash Review: The Fed Eliminates the Hiking Bias But Pushes Back Against A Rate Cut In March
Controversial Election in Bangladesh and Pakistan’s Almost Impossible Free Election
by Lāsma Kokina
31 January 2024
The Risk of Regionalisation and Internationalisation of Gaza’s War in 2024
Flash Review: The Fed Eliminates the Hiking Bias But Pushes Back Against A Rate Cut In March
Controversial Election in Bangladesh and Pakistan’s Almost Impossible Free Election
by Giorgio Cafiero
30 January 2024
January 2024
Preview: Fed to Start Preparing The Ground For Rate Cuts
Flash Preview: BoE To Start Signalling A Shift In Its Policy Stance in January
Flash Preview: BoE To Start Signalling A Shift In Its Policy Stance in January
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
29 January 2024
Flash Preview: BoE To Start Signalling A Shift In Its Policy Stance in January
Flash Preview: BoE To Start Signalling A Shift In Its Policy Stance in January
Flash Preview: BoE To Start Signalling A Shift In Its Policy Stance in January
by Brunello Rosa and Nato Balavadze
26 January 2024
Review: ECB Tries To Push Back Expected Time of First Rate Cut To The Summer
Flash Preview: BoE To Start Signalling A Shift In Its Policy Stance in January
2024: A Year Of Living Dangerously In Geo-Politics, While Economies and Markets Remain Resilient
by Brunello Rosa and Nato Balavadze
25 January 2024
2024: A Year Of Living Dangerously In Geo-Politics, While Economies and Markets Remain Resilient
2024: A Year Of Living Dangerously In Geo-Politics, While Economies and Markets Remain Resilient
2024: A Year Of Living Dangerously In Geo-Politics, While Economies and Markets Remain Resilient
by Nouriel Roubini and Brunello Rosa
24 January 2024
Navigating uncertainty in the Red Sea
2024: A Year Of Living Dangerously In Geo-Politics, While Economies and Markets Remain Resilient
Review: BOJ Suggests The End of Extra Easing Is On The Cards, But The Timing Remains Uncertain
By Marina Tovar i Velasco
24 January 2024
Review: BOJ Suggests The End of Extra Easing Is On The Cards, But The Timing Remains Uncertain
2024: A Year Of Living Dangerously In Geo-Politics, While Economies and Markets Remain Resilient
Review: BOJ Suggests The End of Extra Easing Is On The Cards, But The Timing Remains Uncertain
by Brunello Rosa and Nato Balavadze
23 January 2024
Preview: ECB to Push Back Against Market Expectation of Early Rate Cuts
Preview: ECB to Push Back Against Market Expectation of Early Rate Cuts
Preview: ECB to Push Back Against Market Expectation of Early Rate Cuts
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
23 January 2024
Preview: BOJ To Keep Its Policy Stance Unchanged Post Earthquake
Preview: ECB to Push Back Against Market Expectation of Early Rate Cuts
Preview: ECB to Push Back Against Market Expectation of Early Rate Cuts
by Nouriel Roubini and Nato Balavadze
22 January 2024
A Nation Divided? An Analysis of the 2024 Taiwanese General Election
Preview: ECB to Push Back Against Market Expectation of Early Rate Cuts
Macron Revolutionises and Rejuvenates The Government Ahead of the European Elections
By Scott Mackie
18 January 2024
Macron Revolutionises and Rejuvenates The Government Ahead of the European Elections
Macron Revolutionises and Rejuvenates The Government Ahead of the European Elections
Macron Revolutionises and Rejuvenates The Government Ahead of the European Elections
by Brunello Rosa and Shahed Hassanaly
17 January 2024
Kuwait’s New Leader
Macron Revolutionises and Rejuvenates The Government Ahead of the European Elections
EU AI Act: The EU Confirms Its Leadership in Reg-Tech
By Gulf State Analytics
16 January 2024
EU AI Act: The EU Confirms Its Leadership in Reg-Tech
Macron Revolutionises and Rejuvenates The Government Ahead of the European Elections
EU AI Act: The EU Confirms Its Leadership in Reg-Tech
by Lāsma Kokina
10 January 2024
December 2023 - January 2024
Eurozone Economy: Stagnation Ahead
Annexation Motivated by Oil? Essequibo: Venezuela vis-a-vis Guyana (and its international allies)
Gaza Crisis: Regional and International Dimensions
by Lāsma Kokina
9 January 2024
Gaza Crisis: Regional and International Dimensions
Annexation Motivated by Oil? Essequibo: Venezuela vis-a-vis Guyana (and its international allies)
Gaza Crisis: Regional and International Dimensions
by Giorgio Cafiero
4 January 2023
Annexation Motivated by Oil? Essequibo: Venezuela vis-a-vis Guyana (and its international allies)
Annexation Motivated by Oil? Essequibo: Venezuela vis-a-vis Guyana (and its international allies)
Annexation Motivated by Oil? Essequibo: Venezuela vis-a-vis Guyana (and its international allies)
by Marina Tovar i Velasco
3 January 2024
Taiwan 2024 and the Road to Intensified Destabilisation
The Evolution of Philippine Maritime Security Amidst the Intensifying US-China Competition
Annexation Motivated by Oil? Essequibo: Venezuela vis-a-vis Guyana (and its international allies)
by Scott Mackie
28 December 2023
The Evolution of Philippine Maritime Security Amidst the Intensifying US-China Competition
The Evolution of Philippine Maritime Security Amidst the Intensifying US-China Competition
The Evolution of Philippine Maritime Security Amidst the Intensifying US-China Competition
by Mirko Giordani
21 December 2023
Donald Trump’s Trials: Legal and Political Implications
The Evolution of Philippine Maritime Security Amidst the Intensifying US-China Competition
The Evolution of Philippine Maritime Security Amidst the Intensifying US-China Competition
by Christopher F. Healey
20 December 2023
Review: BOJ Keeps Its Stance Unchanged and Remains Cautious Regarding Future Tightening
Preview: BOJ To Stay On Hold In December, With the Beginning of Rate Normalization in Sight
Preview: BOJ To Stay On Hold In December, With the Beginning of Rate Normalization in Sight
by Brunello Rosa and Nato Balavadze
19 December 2023
Preview: BOJ To Stay On Hold In December, With the Beginning of Rate Normalization in Sight
Preview: BOJ To Stay On Hold In December, With the Beginning of Rate Normalization in Sight
Preview: BOJ To Stay On Hold In December, With the Beginning of Rate Normalization in Sight
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
18 December 2023
Review: ECB on Hold on Rates, But Announces Tapering of PEPP Reinvestment
Preview: BOJ To Stay On Hold In December, With the Beginning of Rate Normalization in Sight
Review: ECB on Hold on Rates, But Announces Tapering of PEPP Reinvestment
by Brunello Rosa and Nato Balavadze
14 December 2023
Review: BOE Keeps Rates on Holds But Pushed Back on Immediate Rate Cuts
Flash Review: The Fed Keeps Rates on Hold, But SEP signals Three cuts in 2024
Review: ECB on Hold on Rates, But Announces Tapering of PEPP Reinvestment
by Brunello Rosa and Nato Balavadze
14 December 2023
Flash Review: The Fed Keeps Rates on Hold, But SEP signals Three cuts in 2024
Flash Review: The Fed Keeps Rates on Hold, But SEP signals Three cuts in 2024
Flash Review: The Fed Keeps Rates on Hold, But SEP signals Three cuts in 2024
by Brunello Rosa and Nato Balavadze
13 December 2023
Preview: ECB on Hold In December, With First Indications on PEPP Reinvestment
Flash Review: The Fed Keeps Rates on Hold, But SEP signals Three cuts in 2024
Flash Review: The Fed Keeps Rates on Hold, But SEP signals Three cuts in 2024
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
13 December 2023
November - December 2023
Preview: Fed to Stay on Hold, “High For Longer” May Be Less Long
The Stability and Growth Pact: A Divisive Attempt at Simplification
Preview: Fed to Stay on Hold, “High For Longer” May Be Less Long
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
12 December 2023
Flash Preview: BoE To Stay on Hold in December
The Stability and Growth Pact: A Divisive Attempt at Simplification
Preview: Fed to Stay on Hold, “High For Longer” May Be Less Long
by Brunello Rosa and Nato Balavadze
11 December 2023
The Stability and Growth Pact: A Divisive Attempt at Simplification
The Stability and Growth Pact: A Divisive Attempt at Simplification
The Stability and Growth Pact: A Divisive Attempt at Simplification
by Brunello Rosa and Juliette Lechner
6 December 2023
Carnage in Gaza and interests of Gulf Arab states
He Was The Future, Once: The Return of David Cameron to Frontline UK Politics
The Stability and Growth Pact: A Divisive Attempt at Simplification
By Gulf State Analytics
5 December 2023
He Was The Future, Once: The Return of David Cameron to Frontline UK Politics
He Was The Future, Once: The Return of David Cameron to Frontline UK Politics
He Was The Future, Once: The Return of David Cameron to Frontline UK Politics
by London Politica
28 November 2023
The Geopolitical Motivations Behind CBDCs
He Was The Future, Once: The Return of David Cameron to Frontline UK Politics
He Was The Future, Once: The Return of David Cameron to Frontline UK Politics
by Brunello Rosa and Alessandro Tentori
23 November 2023
Spanish Elections: Channelling Demands
Operation Al-Aqsa Flood: A Review of the 2023 Hamas Attack on Israel and the Ensuing Events
Can the Israel-Hamas War Benefit China?
by Marina Tovar I Velasco
22 November 2023
Can the Israel-Hamas War Benefit China?
Operation Al-Aqsa Flood: A Review of the 2023 Hamas Attack on Israel and the Ensuing Events
Can the Israel-Hamas War Benefit China?
by Mirko Giordani
21 November 2023
Operation Al-Aqsa Flood: A Review of the 2023 Hamas Attack on Israel and the Ensuing Events
Operation Al-Aqsa Flood: A Review of the 2023 Hamas Attack on Israel and the Ensuing Events
Operation Al-Aqsa Flood: A Review of the 2023 Hamas Attack on Israel and the Ensuing Events
by Caleb Adegbola
16 November 2023
The Conservative Party Conference 2023: Factional Struggles and Public Discontent
The Conservative Party Conference 2023: Factional Struggles and Public Discontent
Operation Al-Aqsa Flood: A Review of the 2023 Hamas Attack on Israel and the Ensuing Events
by Kateryna Anisova
15 November 2023
The Waning Support to Ukraine: Future Predictions and Challenges
The Conservative Party Conference 2023: Factional Struggles and Public Discontent
The Waning Support to Ukraine: Future Predictions and Challenges
by Lāsma Kokina
14 November 2023
Labour Party Conference
The Conservative Party Conference 2023: Factional Struggles and Public Discontent
The Waning Support to Ukraine: Future Predictions and Challenges
by Caleb Adegbola
9 November 2023
September - November 2023
The Escalating Israel-Palestine Crisis Tests Gulf States
Review: BOE Remains On Hold Also In November, But Could Raise Rates Further
Review: BOE Remains On Hold Also In November, But Could Raise Rates Further
By Gulf State Analytics
7 November 2023
Review: BOE Remains On Hold Also In November, But Could Raise Rates Further
Review: BOE Remains On Hold Also In November, But Could Raise Rates Further
Review: BOE Remains On Hold Also In November, But Could Raise Rates Further
by Brunello Rosa and Nato Balavadze
2 November 2023
Flash Review: The Fed Skips Also November, But Keeps a Tightening Bias
Review: BOE Remains On Hold Also In November, But Could Raise Rates Further
Flash Preview: BoE To Stay On Hold Also in November, as the “Table Mountain” Becomes More Likely
by Brunello Rosa and Nato Balavadze
1 November 2023
Flash Preview: BoE To Stay On Hold Also in November, as the “Table Mountain” Becomes More Likely
Flash Preview: BoE To Stay On Hold Also in November, as the “Table Mountain” Becomes More Likely
Flash Preview: BoE To Stay On Hold Also in November, as the “Table Mountain” Becomes More Likely
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
31 October 2023
Preview: “High For Longer” Is More Likely Than “Higher For Longer”
Flash Preview: BoE To Stay On Hold Also in November, as the “Table Mountain” Becomes More Likely
Review: ECB is “On Hold” But It Does Not Rule Out Further Rate Hikes
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
30 October 2023
Review: ECB is “On Hold” But It Does Not Rule Out Further Rate Hikes
Flash Preview: BoE To Stay On Hold Also in November, as the “Table Mountain” Becomes More Likely
Review: ECB is “On Hold” But It Does Not Rule Out Further Rate Hikes
by Brunello Rosa and Nato Balavadze
26 October 2023
IMF World Economic Outlook: Limited Optimism And Newly Emerging Concerns
Preview: ECB to Stay on Hold In October, The Battle Will Be On The Length of The “Pause”
Preview: ECB to Stay on Hold In October, The Battle Will Be On The Length of The “Pause”
by Lāsma Kokina
25 October 2023
Preview: ECB to Stay on Hold In October, The Battle Will Be On The Length of The “Pause”
Preview: ECB to Stay on Hold In October, The Battle Will Be On The Length of The “Pause”
Preview: ECB to Stay on Hold In October, The Battle Will Be On The Length of The “Pause”
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
24 October 2023
The Javier Milei and His Libertarian Agenda
Preview: ECB to Stay on Hold In October, The Battle Will Be On The Length of The “Pause”
The Ousting Of US Speaker Kevin McCarthy: Reasons and Implications
by Fernando Prats
18 October 2023
The Ousting Of US Speaker Kevin McCarthy: Reasons and Implications
The Ousting Of US Speaker Kevin McCarthy: Reasons and Implications
The Ousting Of US Speaker Kevin McCarthy: Reasons and Implications
by Lāsma Kokina
17 October 2023
The BRICS Expansion and Its Impact On The GCC
The Ousting Of US Speaker Kevin McCarthy: Reasons and Implications
China’s Deceleration: Navigating China’s Economic Crossroads
By Gulf State Analytics
3 October 2023
China’s Deceleration: Navigating China’s Economic Crossroads
The Ousting Of US Speaker Kevin McCarthy: Reasons and Implications
China’s Deceleration: Navigating China’s Economic Crossroads
by Billy Buddell
27 September 2023
August - September 2023
The Coup Epidemic in the Sahel and West Africa
Flash Review: The Fed “Skips” September, But Still Signals Another Hike in 2023
Review: In a Split Decision, The BOE Pauses After the Lower Inflation Data
by Giorgio Cafiero
26 September 2023
Review: In a Split Decision, The BOE Pauses After the Lower Inflation Data
Flash Review: The Fed “Skips” September, But Still Signals Another Hike in 2023
Review: In a Split Decision, The BOE Pauses After the Lower Inflation Data
by Brunello Rosa and Nato Balavadze
21 September 2023
Flash Review: The Fed “Skips” September, But Still Signals Another Hike in 2023
Flash Review: The Fed “Skips” September, But Still Signals Another Hike in 2023
Flash Review: The Fed “Skips” September, But Still Signals Another Hike in 2023
by Brunello Rosa and Nato Balavadze
20 September 2023
Preview: Fed To Skip The September Hike, But May Hike Again This Year
Flash Preview: BoE Set To Increase Rates, While Closely Watching Inflation Data
Flash Review: The Fed “Skips” September, But Still Signals Another Hike in 2023
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
19 September 2023
Flash Preview: BoE Set To Increase Rates, While Closely Watching Inflation Data
Flash Preview: BoE Set To Increase Rates, While Closely Watching Inflation Data
Flash Preview: BoE Set To Increase Rates, While Closely Watching Inflation Data
by Brunello Rosa and Nato Balavadze
18 September 2023
Review: ECB Hikes Rates and Hints at the Peak of The Tightening Cycle
Flash Preview: BoE Set To Increase Rates, While Closely Watching Inflation Data
Flash Preview: BoE Set To Increase Rates, While Closely Watching Inflation Data
by Brunello Rosa and Nato Balavadze
14 September 2023
Preview: ECB To “Skip” the Hike in September, In a Finely Balanced Decision
Preview: ECB To “Skip” the Hike in September, In a Finely Balanced Decision
Preview: ECB To “Skip” the Hike in September, In a Finely Balanced Decision
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
11 September 2023
Central Banking in BRICS: Post-Pandemic Landscape And Next Likely Moves
Preview: ECB To “Skip” the Hike in September, In a Finely Balanced Decision
Preview: ECB To “Skip” the Hike in September, In a Finely Balanced Decision
by Ridipt Singh
8 September 2023
The Qatari Bridge Between the U.S. and Iran
Preview: ECB To “Skip” the Hike in September, In a Finely Balanced Decision
The Russia-Belarus Union State and the Relevance of the Suwalki Gap
by Gulf State Analytics
6 September 2023
The Russia-Belarus Union State and the Relevance of the Suwalki Gap
The Russia-Belarus Union State and the Relevance of the Suwalki Gap
The Russia-Belarus Union State and the Relevance of the Suwalki Gap
by London Politica
5 September 2023
The Russian Power Structure’s “Clean-Up” Operation
The Russia-Belarus Union State and the Relevance of the Suwalki Gap
Inflation Continues To Fall in Both Developed and Emerging Markets
by Marco Lucchin
30 August 2023
Inflation Continues To Fall in Both Developed and Emerging Markets
The Russia-Belarus Union State and the Relevance of the Suwalki Gap
Inflation Continues To Fall in Both Developed and Emerging Markets
by London Politica
24 August 2023
July - August 2023
Deep Down, But Not Out: An Overview of Growth in Developed and Emerging Markets
Deep Down, But Not Out: An Overview of Growth in Developed and Emerging Markets
Deep Down, But Not Out: An Overview of Growth in Developed and Emerging Markets
by London Politica
22 August 2023
Putin’s Charm Offensive in the Sahel
Deep Down, But Not Out: An Overview of Growth in Developed and Emerging Markets
Deep Down, But Not Out: An Overview of Growth in Developed and Emerging Markets
by Billy Buddel
17 August 2023
Coup d’État in Niger: The Military and ECOWAS’s Role As Contributing Factors?
Deep Down, But Not Out: An Overview of Growth in Developed and Emerging Markets
Coup d’État in Niger: The Military and ECOWAS’s Role As Contributing Factors?
by Marina Tovar I Velasco
9 August 2023
The Future of Energy Diplomacy Between Iran, Kuwait, and Saudi Arabia
Elections in 2024: The Year That Can Change The World’s Fate: Part 2 – Emerging Markets
Coup d’État in Niger: The Military and ECOWAS’s Role As Contributing Factors?
by Gulf State Analytics
8 August 2023
Review: BOE Hikes Again As It Sees First Signs of “Persistent” Inflation Crystallising
Elections in 2024: The Year That Can Change The World’s Fate: Part 2 – Emerging Markets
Elections in 2024: The Year That Can Change The World’s Fate: Part 2 – Emerging Markets
by Brunello Rosa and Nato Balavadze
3 August 2023
Elections in 2024: The Year That Can Change The World’s Fate: Part 2 – Emerging Markets
Elections in 2024: The Year That Can Change The World’s Fate: Part 2 – Emerging Markets
Elections in 2024: The Year That Can Change The World’s Fate: Part 2 – Emerging Markets
by London Politica
2 August 2023
Snap Elections in Spain: Commentary, Analysis, and Implications
Review: BOJ To Conduct Yield Curve Control With Greater Flexibility
Snap Elections in Spain: Commentary, Analysis, and Implications
by Ruy Scalamandré
1 August 2023
Flash Preview: BoE To Continue Its Tightening Policy In July
Review: BOJ To Conduct Yield Curve Control With Greater Flexibility
Snap Elections in Spain: Commentary, Analysis, and Implications
by Brunello Rosa and Nato Balavadze
28 July 2023
Review: BOJ To Conduct Yield Curve Control With Greater Flexibility
Review: BOJ To Conduct Yield Curve Control With Greater Flexibility
Review: BOJ To Conduct Yield Curve Control With Greater Flexibility
by Brunello Rosa and Nato Balavadze
28 July 2023
Review: ECB Hikes Rates and Moves to Fully Data-Dependent Mode
Flash Review: The Fed Hikes Rates in July And Will Decide About Future Moves At Each Meeting
Review: BOJ To Conduct Yield Curve Control With Greater Flexibility
by Brunello Rosa and Nato Balavadze
27 July 2023
Flash Review: The Fed Hikes Rates in July And Will Decide About Future Moves At Each Meeting
Flash Review: The Fed Hikes Rates in July And Will Decide About Future Moves At Each Meeting
Flash Review: The Fed Hikes Rates in July And Will Decide About Future Moves At Each Meeting
by Brunello Rosa and Nato Balavadze
26 July 2023
Preview: BOJ Most Likely To Stay Put In July
Flash Review: The Fed Hikes Rates in July And Will Decide About Future Moves At Each Meeting
Flash Review: The Fed Hikes Rates in July And Will Decide About Future Moves At Each Meeting
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
25 July 2023